-0.5%
GNRC vs WCC
+66.6%
-67.0%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +3.7% | -0.8% | +0.5% |
| 7D | -0.2% | +1.5% | -1.7% | -1.2% |
| 30D | -15.7% | -2.1% | -13.6% | -14.7% |
| 3M | -27.3% | +3.8% | -31.2% | -29.1% |
| 6M | -12.1% | +35.0% | -47.0% | -27.5% |
| YTD | +37.1% | +46.4% | -9.2% | +10.4% |
| 1Y | -0.5% | +63.0% | -63.4% | -19.8% |
| All | -0.5% | +66.6% | -67.0% | -19.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded WCC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling